S. R. Schill & Associates Inc.

S. R. Schill & Associates Inc. (CRD# 105864) is a financial advisory firm headquartered in Mercer Island, WA. They manage $172,487,691 in 534 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2448 - 76th Ave Se, Suite 107, Mercer Island, WA 98040
http://www.srschill.com
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $323,011
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX, WA

Financial Advisors at S. R. Schill & Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert Toomey, financial advisor Mercer Island WA
Robert E. Toomey
CRD#: 1731557
2448 - 76th Ave Se, Suite 107, Mercer Island, WA 98040
96
Wealthminder
score

Robert Toomey (CRD# 1731557) is an Investment Advisor Representative working at S. R. Schill & Associates Inc. in Mercer Island, WA and has over 22 years of experience in the finance industry.

2
Leonard Skiena, financial advisor Mercer Island WA
Leonard A. Skiena
CRD#: 5086092
2448 76th Ave. Se, Suite 222, Mercer Island, WA 98040
93
Wealthminder
score

Leonard Skiena (CRD# 5086092) is an Investment Advisor Representative working at S. R. Schill & Associates Inc. in Mercer Island, WA and has over 12 years of experience in the finance industry.

3
Nhat Bui, financial advisor Mercer Island WA
Nhat T. Bui
CRD#: 6636278
2448 - 76th Ave Se, Suite 107, Mercer Island, WA 98040
88
Wealthminder
score

Nhat Bui (CRD# 6636278) is an Investment Advisor Representative working at S. R. Schill & Associates Inc. in Mercer Island, WA and has 1 year of experience in the finance industry.

4
Stanley Schill, financial advisor Mercer Island WA
Stanley R. Schill
CRD#: 413364
2448 76th Ave Se, Suite 222, Mercer Island, WA 98040
73
Wealthminder
score

Stanley Schill (CRD# 413364) is an Investment Advisor Representative working at S. R. Schill & Associates Inc. in Mercer Island, WA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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